Hello, I have a pretty clear idea of an AI Agent I want to have that will automate the workflow of an accountant auditor by analyzing financial reports like P&Ls and identifying misscategorization, missing bills or expenses, or abnormal behavior. This would be done through the use of Quickbooks, software for accounting books.
Hi Manuel,
I would like to help you with this.
Do you want us to get in touch here? Or via email?
jabawookez99@hotmail.com
Hey Majid,
Let’s keep the conversation here. Do you have experience with QuickBooks or mostly just doing workflows with AI agents in n8n?
Hey Manuel, one of our projects is www.moneo.tech , a financial automation platform in Italy, so we have experience with Quickbooks APIs and financial metrics in general, let me know if you need some other info. www.weloveaigents.com
I do not have experience with QuickBooks, so yes, mostly doing workflows.
For anyone still building this, a P&L can flag an unusual amount, but you’d need the underlying transactions and source documents to check whether a bill is missing or an expense is miscategorized. I’d start with one check and send the evidence for review before making changes.
I built DeepLedger for the QuickBooks Online side of this. It gives an AI agent tools to read reports and transactions, record supported entries, and create review tasks when something is unclear. Approved decisions go into company memory for future work.
This guide walks through that process: How DeepLedger Works with QuickBooks Online | DeepLedger
Which check are you trying to tackle first: missing bills, wrong categories, or unusual amounts?